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> On Mar 19, 2015, at 8:08 AM, Joshua Alcorn <josh@beaubiden.com> wrote:
>
> Interesting. Walker will have a greater stake in a fund that does just about everything we at G&E do. He may not have a controlling stake, but I think there's a chance for us to do more with Jana (the fund he's investing in). I'll check with SG today to see what if anything we've done with Jana before.
> Have a great vacation Beau.
>
> /ja
> 302-598-1885 (cell)
>
> Sent from my iPhone, which is responsible for any typos.
>
>> On Mar 19, 2015, at 7:19 AM, 261penn@gmail.com wrote:
>>
>> Good or bad?
>>
>> Confidentiality Notice: This electronic message and any attachment(s) are confidential and may be subject to the attorney/client privilege and/or work product immunity. This e-mail is only for the use of the intended recipient(s). If you have received this e-mail in error, please notify the sender immediately by replying to this e-mail, then delete this message and any attachment(s) from your system. Any unintended transmission expressly shall not waive the attorney/client privilege or any other privilege.
>>
>>> On Mar 19, 2015, at 6:21 AM, Joshua Alcorn <josh@beaubiden.com> wrote:
>>>
>>> This may have been why Walker raised Petsmart on the call.
>>>
>>> http://www.nytimes.com/2015/03/19/business/dealbook/investment-firm-buys-stake-in-activist-hedge-fund-jana-partners.html?smid=nytcore-ipad-share&smprod=nytcore-ipad
>>>
>>> The purchase by the private equity unit of Neuberger Berman is a sign that activist investors are gaining broader acceptance.
>>>
>>>
>>> /ja
>>>
>>> Josh Alcorn
>>> 302/598.1885 (cell